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How long before wall street reacts to recent AMD/Intel news

G

glugglug

Diamond Member
Recent news for AMD
[*]Dual core chips next year will use already existing motherboards
[*]Microsoft announced thier upcoming tablet and media center PCs will be AMD64.
[*]NX bit (no execute tag for memory pages) found only on AMD64 processors, and NOT Intel's future EM32T clone of it, to be used by WinXP SP2 and future versions of Windows to prevent buffer overrun exploits, to be marketed as virus protection by Microsoft this summer.
[*]2.4GHz Opteron 250 & 850 going to be officially released May 18 - HP/Compaq already lists servers using these, and posted the new highest record for TPC-C on an x86 using said servers.
[*]Athlon 64 3700+ and 3800+ probably at the same time - a few sites already have them listed but current say "Not in stock" or "Not available yet"
[*]Socket 939 to launch at Computex

Recent news for Intel (all of this wasn't even on rumor sites before Thursday)
[*]Tejas project terminated due to power consumption/current leakage issues
[*]Jayhawk projected terminated just before tape-out for same reason
[*]Potomac team reassigned to DPG group
[*]Future cores will all be based on Pentium-M (Centrino) - Prescott is basically a failure.
[*]Processor release roadmap basically completely rewritten (and yesterday it became offiical) so it now almost completely consists of Pentium-Ms to have dual cores and EM64T (iAMD64) kludged in.
[*]Crazy claims like "dual cores will help reduce heat since the clocks can stay lower." Anyone else find the idea of going dual core to reduce heat rather ironic?

And yet, in the past week, AMD stock is up only 2.1%, which is down about 14% since their last earnings announcement, which beat analyst expectations by 400%.
Intel stock, rather than being impacted by all this yet, is up 1.8% for the week.
 
The only Tier 1 OEM not yet offering AMD64 systems is Dell. The marketing of said systems is a whole 'nother story.
 
The only really good news is that Intel will have to license their 64-bit technology from AMD. Otherwise, the mainstream IT and OEM markets will never buy AMD, even when it is superior to Intel.
Still, I think we all knew this could happen eventually. All AMD had to do was survive and Chipzilla would continue to arrogantly make all the wrong mistakes.
 
I have yet to work with either a company or an industry professional that would trust AMD for enterprise solutions, every agency I have worked for or worked with has had serious distaste for AMD based systems, especially when talking server level...I don't expect this mindset to change until this generation dies off or moves out of the workforce.
 
Once again, you people fail to understand the worthlessness of these top-tier chips. Well over 90% of the general purpose computers in use now are used for Web browsing/Email/Office/spyware, and not much else. Who gives a sh!t what the top tier models perform like, AMD will never be able to take down chipzilla if they don't start penetrating the mainstream market. I can buy an Intel-equipped Dell for 500 bucks....I got one with a 3 GHz P4 for $650 two months ago, there's no way any OEM selling AMDs can remotely match that price - and that is one of the fastest chips available (at least, at the time).

The AMD64 and all their upcoming state-of-the-art designs are nifty for your average gamer that decides it's cool to drop 300 bucks on a video card every nine months, but doesn't do anything for all the small businesses who need to run Word, Excel, and Outlook.

Although admittiedly, the news about the NX bit is nifty, but other than that...I fail to see anything significant in the news.

Oh, and FWIW, AMD still can't make a mobile chip worth a damn. I have yet to see an AMD laptop with the thickness, battery life, and heat output of my T40
 
Originally posted by: beer
Once again, you people fail to understand the worthlessness of these top-tier chips. Well over 90% of the general purpose computers in use now are used for Web browsing/Email/Office/spyware, and not much else. Who gives a sh!t what the top tier models perform like, AMD will never be able to take down chipzilla if they don't start penetrating the mainstream market. I can buy an Intel-equipped Dell for 500 bucks....I got one with a 3 GHz P4 for $650 two months ago, there's no way any OEM selling AMDs can remotely match that price - and that is one of the fastest chips available (at least, at the time).

The AMD64 and all their upcoming state-of-the-art designs are nifty for your average gamer that decides it's cool to drop 300 bucks on a video card every nine months, but doesn't do anything for all the small businesses who need to run Word, Excel, and Outlook.

Although admittiedly, the news about the NX bit is nifty, but other than that...I fail to see anything significant in the news.

Oh, and FWIW, AMD still can't make a mobile chip worth a damn. I have yet to see an AMD laptop with the thickness, battery life, and heat output of my T40
Click to expand...

I agree beer, most of the companies I have worked with aren't even using top tier chips in their desktop systems, instead because of testing and what not they are a few series behind...and as I said before AMD based systems aren't even considered for server applications. Intel just dominates the market, and as you said their mobile solutions suck, with laptops becomming the norm at all three of the companies I worked at last I see this being a huge market that AMD needs to succeed in....I also don't believe IBM offers any AMD based systems, at least I know their thinkpads are all Intel based and many companies on the east coast are moving to all IBM eqipment.
 
Originally posted by: bozack
Originally posted by: beer
Once again, you people fail to understand the worthlessness of these top-tier chips. Well over 90% of the general purpose computers in use now are used for Web browsing/Email/Office/spyware, and not much else. Who gives a sh!t what the top tier models perform like, AMD will never be able to take down chipzilla if they don't start penetrating the mainstream market. I can buy an Intel-equipped Dell for 500 bucks....I got one with a 3 GHz P4 for $650 two months ago, there's no way any OEM selling AMDs can remotely match that price - and that is one of the fastest chips available (at least, at the time).

The AMD64 and all their upcoming state-of-the-art designs are nifty for your average gamer that decides it's cool to drop 300 bucks on a video card every nine months, but doesn't do anything for all the small businesses who need to run Word, Excel, and Outlook.

Although admittiedly, the news about the NX bit is nifty, but other than that...I fail to see anything significant in the news.

Oh, and FWIW, AMD still can't make a mobile chip worth a damn. I have yet to see an AMD laptop with the thickness, battery life, and heat output of my T40
Click to expand...

I agree beer, most of the companies I have worked with aren't even using top tier chips in their desktop systems, instead because of testing and what not they are a few series behind...and as I said before AMD based systems aren't even considered for server applications. Intel just dominates the market, and as you said their mobile solutions suck, with laptops becomming the norm at all three of the companies I worked at last I see this being a huge market that AMD needs to succeed in....I also don't believe IBM offers any AMD based systems, at least I know their thinkpads are all Intel based and many companies on the east coast are moving to all IBM eqipment.
Click to expand...

Servers, and to a lesser extent, mobile solutions, are the key to profits. Desktops aren't high enough margin, Intel will still make more money with less R&D spending even if they are no longer the speed champions. I don't think a dual core design is bad, and it in fact is inevitable. AMD before had a lead over Intel and it took Intel a couple of years before they once again had dominance....I don't think this is any different.
 
I'd have to say it's because even though Intel may have "failed" with their latest designs, they do so much more business than AMD that it doesn't effect their numbers as much. A company like Intel won't be out of the game for a long long time, if ever. It's going to take more than a couple poor designs being scrapped to bring them down. Intel has too many eggs in too many baskets for that to happen.
 
The performance torch gets passed back and forth.

For some reason, Intel has this image of a faster and more dependable chip (and PR ratings only make it worse), regardless of actual performance.

AnandTech has been using AMD in its servers for a long time, and AMD does have a bit of market penetration. The paradigm shift won't happen until people are freed from the "WinTel" mindset: When Linux starts moving to the corporate desktop, corporate minds will start free ranging and be open to different solutions.

A bit of a secret from the company I work at (which is NOT a small company): Plans are already rolling to put Linux and Star Office (or a similar package) on the desktop. With so many applications web based now, the need to use Windows is shrinking rapidly.
 
Intel has a far broader and more diverse product line (of chips and other products), PC CPUs are only a part of the business.

It's like saying Mitsubishi will fail because their VCRs aren't as good as Sony's.

FWIW

Scott
 
Originally posted by: DurocShark
The performance torch gets passed back and forth.

For some reason, Intel has this image of a faster and more dependable chip (and PR ratings only make it worse), regardless of actual performance.

AnandTech has been using AMD in its servers for a long time, and AMD does have a bit of market penetration. The paradigm shift won't happen until people are freed from the "WinTel" mindset: When Linux starts moving to the corporate desktop, corporate minds will start free ranging and be open to different solutions.

A bit of a secret from the company I work at (which is NOT a small company): Plans are already rolling to put Linux and Star Office (or a similar package) on the desktop. With so many applications web based now, the need to use Windows is shrinking rapidly.
Click to expand...

just a guess are you working for IBM? honestly I think it will take a long long time for companies to move away from Windows, heck my users have a hard enough time adapting to a change in internet explorer let alone their whole OS.
 
until AMD can get the bucks to spend on marketing,They will remain an enthusiests chip maker (but at least they are slowly growing) I hope they continue on thier rightous path.
 
Originally posted by: bozack
Originally posted by: DurocShark
The performance torch gets passed back and forth.

For some reason, Intel has this image of a faster and more dependable chip (and PR ratings only make it worse), regardless of actual performance.

AnandTech has been using AMD in its servers for a long time, and AMD does have a bit of market penetration. The paradigm shift won't happen until people are freed from the "WinTel" mindset: When Linux starts moving to the corporate desktop, corporate minds will start free ranging and be open to different solutions.

A bit of a secret from the company I work at (which is NOT a small company): Plans are already rolling to put Linux and Star Office (or a similar package) on the desktop. With so many applications web based now, the need to use Windows is shrinking rapidly.
Click to expand...

just a guess are you working for IBM? honestly I think it will take a long long time for companies to move away from Windows, heck my users have a hard enough time adapting to a change in internet explorer let alone their whole OS.
Click to expand...

Nope. Not a tech company at all.

We're talking possibly years, but it's still on the chart. That's significant in itself.

(As a matter of fact, IBM will be out of our data center for everything except JDE on the AS/400 pretty soon too...)
 
Wall St. won't take notice of anything less than Dell jumping on board the AMD 64bit bandwagon, rather than waiting for the Intel alternative.
 
What really matters is what AMD has on the shelves. Right now, the Athlon 64 isn't leaps on bounds better than the P4 3.2GHz so there will be no spike in its stock price.
 
Future cores will all be based on Pentium-M (Centrino) - Prescott is basically a failure

HUH????

All cores will be based on the M design???

How is the Prescott a failure? Right now we are selling them as fast as we can make them.

Intel RTP tech.
 
Originally posted by: Desslok
Future cores will all be based on Pentium-M (Centrino) - Prescott is basically a failure

HUH????

All cores will be based on the M design???

How is the Prescott a failure? Right now we are selling them as fast as we can make them.

Intel RTP tech.
Click to expand...

16 year olds spouting off statistics and trying to root for the underdog without the faintest idea of how they actually work below the level of the finished package that drop into their mobo. Sound about right?
 
Originally posted by: beer
Originally posted by: Desslok
Future cores will all be based on Pentium-M (Centrino) - Prescott is basically a failure

HUH????

All cores will be based on the M design???

How is the Prescott a failure? Right now we are selling them as fast as we can make them.

Intel RTP tech.
Click to expand...

16 year olds spouting off statistics and trying to root for the underdog without the faintest idea of how they actually work below the level of the finished package that drop into their mobo. Sound about right?
Click to expand...

Sounds about right.

Tejas and Jayhawk were the same product baiscally. The Tejas was supposed to take over for the Prescott in 05 and the Jayhawk was the server version of the Tejas. So of course they were cancelled at the same time.

When DELL and the other teir one buyers start purchasing AMD I will be worried.
 
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